Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 44.16 140,741
3 Year Return 20.61 172,745
5 Year Return 15.58 205,152
10 Year Return 17.75 507,472
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 46.25 141,626
3 Year Return 19.91 170,970
5 Year Return 15.63 205,162
10 Year Return 20.01 613,599
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 80.7 174,217
3 Year Return 27.87 209,266
5 Year Return 23.25 280,761
10 Year Return 25.89 987,458
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.92 150,505
3 Year Return 19.28 169,836
5 Year Return 15.59 205,100
10 Year Return 17.09 481,048
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.01 123,459
3 Year Return 13.31 144,355
5 Year Return 11.92 174,808
10 Year Return 15.03 402,809

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 44.16 140,741
3 Year Return 20.61 172,745
5 Year Return 15.58 205,152
10 Year Return 17.75 507,472
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.99 135,730
3 Year Return 19.34 167,517
5 Year Return 15.59 206,606
10 Year Return 16.89 468,573
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 42.67 140,845
3 Year Return 14.52 149,247
5 Year Return 15.26 202,455
10 Year Return 16.41 451,460
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 33.52 131,602
3 Year Return 17.91 161,975
5 Year Return 14.88 198,796
10 Year Return 17.18 481,314
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.97 127,709
3 Year Return 17.19 159,464
5 Year Return 14.25 194,203
10 Year Return 16.65 461,888

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 35.77 133,992
3 Year Return 16.65 155,977
5 Year Return 14.52 196,147
10 Year Return 16.12 439,000
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 33.52 131,602
3 Year Return 17.91 161,975
5 Year Return 14.88 198,796
10 Year Return 17.18 481,314
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.92 150,505
3 Year Return 19.28 169,836
5 Year Return 15.59 205,100
10 Year Return 17.09 481,048
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.01 123,459
3 Year Return 13.31 144,355
5 Year Return 11.92 174,808
10 Year Return 15.03 402,809
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.95 117,795
3 Year Return 10.02 132,509
5 Year Return 8.46 149,377
10 Year Return 8.49 225,783

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.92 150,505
3 Year Return 19.28 169,836
5 Year Return 15.59 205,100
10 Year Return 17.09 481,048
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.97 127,709
3 Year Return 17.19 159,464
5 Year Return 14.25 194,203
10 Year Return 16.65 461,888
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 29.26 127,558
3 Year Return 13.96 145,424
5 Year Return 10.77 166,584
10 Year Return 14.47 383,047
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.57 120,717
3 Year Return 10.67 134,871
5 Year Return 9.59 157,668
10 Year Return 9.78 253,596
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.95 117,795
3 Year Return 10.02 132,509
5 Year Return 8.46 149,377
10 Year Return 8.49 225,783

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.68 104,754
3 Year Return 9.31 130,269
5 Year Return 7.08 141,704
10 Year Return 9.93 257,406
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.06 111,253
3 Year Return 4.64 114,481
5 Year Return 3.99 122,279
10 Year Return 7.79 211,579
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.58 105,579
3 Year Return 7.93 125,504
5 Year Return 7.03 140,918
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.95 115,477
3 Year Return 9.83 131,789
5 Year Return 7.55 143,715
10 Year Return 10.73 276,234
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.36 111,003
3 Year Return 10.55 134,705
5 Year Return 9.34 156,585
10 Year Return 10.88 279,553
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.57 120,717
3 Year Return 10.67 134,871
5 Year Return 9.59 157,668
10 Year Return 9.78 253,596